Toyota Motor Sales, U.S.A., Inc. Pension Plan
Sponsored by Toyota Motor North America, Inc. · EIN 953141669 · Plan #003
- Total assets
- $4.6B
- Net assets
- $4.5B
- Active participants
- 4,646
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | fuzzy_auto · 98% | 2024 |
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Mfs Institutional Advisors Inc. CRD 107144 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Polaris Capital Management, Llc CRD 106278 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Direct payment from the plan, Actuarial | $1,950,981 |
| Loomis Sayles | Investment management fees (direct), Investment management | $1,473,322 |
| Pacific Investment Management Co | Investment management, Investment management fees (direct) | $1,414,443 |
| Wellington Management Company Llp | Investment management, Investment management fees (direct) | $1,241,171 |
| Invesco Advisors, Inc. | Investment management, Investment management fees (direct) | $932,143 |
| Pgim Inc | Investment management, Investment management fees (direct) | $813,435 |
| Northern Trust Company | Trustee (institutional), Trustee (directed), Investment management fees (direct) | $777,102 |
| Mfs Institutional Advisors | Investment management, Investment management fees (direct) | $593,240 |
| Boston Partners Global Investors | Investment management fees (indirect), Investment management | $444,407 |
| Brown Advisory, Inc. | Investment management, Investment management fees (direct) | $403,192 |
| Conduent Human Resource Services | Recordkeeping, Direct payment from the plan | $196,429 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $80,710 |
| Goldman Sachs Trust Company | Investment management, Investment management fees (direct), Non-monetary compensation | $40,981 |
| Polaris Capital Management, Llc | Investment management, Investment management fees (indirect) | $0 |